J P MORGAN EXCHANGE TRADED F (JQUA)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
27
Reporting holders
$242.4M
Reported value
0.0%
Calls
0.0%
Puts
-453
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| RVW Wealth, LLC | $74.5M | 1,010,151 | 4.78% | 26q | +6.0%+$4.2M |
| Avidian Wealth Enterprises, LLC | $73.0M | 989,337 | 2.03% | 14q | +0.9%+$640.8K |
| Breakwater Capital Group | $33.4M | 452,494 | 3.96% | 16q | +1.9%+$619.5K |
| Prism Advisors, Inc. | $12.5M | 165,503 | 3.13% | 17q | -11.9%-$1.7M |
| Farther Finance Advisors, LLC | $11.9M | 161,853 | 0.08% | 15q | +17.0%+$1.7M |
| Cadent Capital Advisors, LLC | $10.8M | 146,091 | 2.31% | new | NEW |
| LAWOOD & CO | $8.5M | 115,305 | 5.89% | 4q | -1.2%-$99.5K |
| INTEGRATED CAPITAL MANAGEMENT, INC. | $5.6M | 75,383 | 3.99% | 14q | -6.1%-$358.3K |
| Intelligence Driven Advisers, LLC | $3.6M | 48,640 | 0.62% | 24q | -2.9%-$108.9K |
| Cooper Financial Group | $1.1M | 15,464 | 0.09% | 11q | HELD |
| BOYUM WEALTH ARCHITECTS LLC | $1.1M | 14,994 | 0.45% | 7q | HELD |
| M.E. ALLISON & CO., INC. | $1.1M | 15,120 | 0.63% | 8q | HELD |
| Emprise Bank | $1.0M | 13,839 | 0.39% | 8q | HELD |
| Hamilton Capital, LLC | $985.4K | 13,352 | 0.06% | 13q | HELD |
| Elm3 Financial Group, LLC | $893.1K | 12,101 | 0.60% | 8q | +1.7%+$15.0K |
| TITLEIST ASSET MANAGEMENT, LLC | $743.6K | 10,075 | 0.05% | 11q | -2.7%-$20.8K |
| Capital Advisors Wealth Management, LLC | $562.6K | 7,623 | 0.06% | 13q | -7.8%-$47.4K |
| Retireful, LLC | $404.0K | 5,474 | 0.35% | new | NEW |
| Balefire, LLC | $261.0K | 3,537 | 0.04% | 4q | -11.3%-$33.2K |
| GoalVest Advisory LLC | $152.2K | 2,063 | 0.03% | 15q | HELD |
| CoreCap Advisors, LLC | $77.3K | 1,047 | 0.00% | 11q | HELD |
| Roxbury Financial LLC | $23.7K | 320 | 0.02% | 8q | HELD |
| Central Pacific Bank - Trust Division | $15.8K | 214 | 0.00% | 11q | +7.0%+$1.0K |
| Planning Strategies Inc. | $13.4K | 181 | 0.01% | new | NEW |
| Dorato Capital Management | $3.6K | 48 | 0.00% | 4q | HELD |
| Ayalon Insurance Comp Ltd. | $3.6K | 48,513 | 0.30% | 23q | +22.0% |
| GK Wealth Management LLC | $2.0K | 27 | 0.00% | new | NEW |
| Trust Co | $1.9K | 26 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 27 | $242.4M | 3,280,262 | 5 | 6 | 7 | 0.0% |
| Q2 2026 | 480 | $5.8B | 80,356,686 | 56 | 139 | 163 | 0.0% |
| Q1 2026 | 455 | $4.7B | 75,812,670 | 38 | 161 | 154 | 0.0% |
| Q4 2025 | 449 | $5.3B | 83,136,599 | 42 | 149 | 143 | 0.0% |
| Q3 2025 | 408 | $5.1B | 81,568,811 | 42 | 142 | 134 | 0.0% |
| Q2 2025 | 402 | $4.6B | 76,108,903 | 45 | 177 | 110 | 0.0% |
| Q1 2025 | 378 | $4.1B | 71,965,454 | 39 | 173 | 98 | 0.0% |
| Q4 2024 | 375 | $3.9B | 68,219,832 | 50 | 123 | 124 | 0.0% |
| Q3 2024 | 322 | $3.9B | 68,891,459 | 45 | 139 | 90 | 0.0% |
| Q2 2024 | 310 | $3.4B | 64,081,936 | 42 | 145 | 77 | 0.0% |
| Q1 2024 | 282 | $3.6B | 68,462,840 | 47 | 133 | 66 | 0.0% |
| Q4 2023 | 256 | $3.2B | 67,005,450 | 56 | 117 | 50 | 0.0% |
| Q3 2023 | 201 | $2.2B | 49,976,146 | 36 | 96 | 40 | 0.0% |
| Q2 2023 | 172 | $1.6B | 35,483,355 | 52 | 74 | 26 | 0.0% |
| Q1 2023 | 131 | $1.1B | 25,872,883 | 34 | 54 | 28 | 0.0% |
| Q4 2022 | 106 | $708.4M | 18,288,014 | 23 | 40 | 25 | 0.0% |
| Q3 2022 | 84 | $568.0M | 16,204,374 | 14 | 39 | 17 | 0.0% |
| Q2 2022 | 80 | $293.6M | 7,886,410 | 14 | 28 | 26 | 0.0% |
| Q1 2022 | 81 | $331.8M | 7,728,533 | 15 | 24 | 25 | 0.0% |
| Q4 2021 | 76 | $324.7M | 7,144,459 | 9 | 28 | 18 | 0.0% |
| Q3 2021 | 68 | $282.1M | 6,887,044 | 10 | 27 | 17 | 0.0% |
| Q2 2021 | 62 | $251.7M | 6,156,555 | 12 | 23 | 14 | 0.0% |
| Q1 2021 | 57 | $331.1M | 8,771,522 | 12 | 19 | 18 | 0.0% |
| Q4 2020 | 47 | $357.8M | 10,005,064 | 6 | 17 | 16 | 0.0% |
| Q3 2020 | 47 | $349.6M | 10,759,716 | 9 | 13 | 22 | 0.0% |
| Q2 2020 | 40 | $271.9M | 8,937,501 | 13 | 13 | 9 | 0.0% |
| Q1 2020 | 33 | $154.1M | 6,041,618 | 17 | 8 | 1 | 0.0% |
| Q4 2019 | 20 | $98.8M | 3,155,735 | 7 | 5 | 5 | 0.0% |
| Q3 2019 | 17 | $79.4M | 2,702,947 | 9 | 2 | 4 | 0.0% |
| Q2 2019 | 9 | $46.2M | 1,605,928 | 4 | 3 | 1 | 0.0% |
| Q1 2019 | 9 | $33.7M | 1,195,217 | 4 | 2 | 0 | 0.0% |
| Q4 2018 | 5 | $25.5M | 1,027,756 | 0 | 0 | 0 | 0.0% |